ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 136 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,022,237 | -2.4% | 35,283 | +3.8% | 0.03% | -3.2% |
| Q1 2024 | $4,119,651 | +22.7% | 33,993 | +30.5% | 0.03% | -18.4% |
| Q1 2022 | $3,357,000 | +324.9% | 26,051 | +384.7% | 0.04% | +216.7% |
| Q1 2021 | $790,000 | -92.0% | 5,375 | -95.5% | 0.01% | -98.7% |
| Q2 2015 | $9,841,000 | +90.6% | 120,705 | +84.8% | 0.90% | +91.9% |
| Q1 2015 | $5,164,000 | +1518.8% | 65,306 | +1482.8% | 0.47% | +1637.0% |
| Q1 2014 | $319,000 | +3.6% | 4,126 | +0.5% | 0.03% | +3.8% |
| Q4 2013 | $308,000 | +37.5% | 4,106 | +25.4% | 0.03% | +44.4% |
| Q3 2013 | $224,000 | – | 3,275 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MD Financial Management Inc. | 577,769 | $57,482,000 | 2.89% |
| One Capital Management, LLC | 182,586 | $18,165,000 | 2.79% |
| ARKANSAS FINANCIAL GROUP, INC. | 81,236 | $8,082,000 | 2.68% |
| Efficient Advisors, LLC | 149,898 | $14,913,000 | 2.60% |
| Harborview Advisors, LLC | 29,698 | $2,955,000 | 2.26% |
| Schoolcraft Capital LLC | 36,942 | $3,675,312 | 1.87% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 44,961 | $4,473,000 | 1.76% |
| Parkside Advisors LLC | 35,625 | $3,544,000 | 1.58% |
| WESCAP Management Group, Inc. | 40,397 | $4,019,000 | 1.56% |
| DOWLING & YAHNKE LLC | 193,870 | $19,288,000 | 1.48% |